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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#311

Post by dumpsterdiver »

pavlov wrote: post #7
chollida1 wrote: post #4

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

So Apple Watch and AirPods is almost as big a business as the Mac. Wow, I didn’t realize that. Quite a vindication of Tim Cook’s decade at the helm.

I used to blame Tim for design decisions that lead to the keyboard fiasco and the touchbar (I just felt like it never would have happened if Jobs was still there).

After seeing the tremendous success that he's lead the company to my view has softened a bit. Even if those atrocities might have been avoided if Jobs was still around, there's no denying at this point that Tim was the right choice for CEO.

Re: Apple Reports Fourth Quarter Results

#312

Post by threeseed »

smoldesu wrote: post #261
AOsborn wrote: post #258

Earlier quoted context omitted.

> That quite literally cannot be the status quo going forward. Honestly, I disagree. The Apple customer experience and product ecosystem is just so far ahead of any competitors I don't want to use anything else. As far as the store is concerned specifically, I want to be able to use one store with a clear policy around payments, subscriptions and refunds - not a myriad of half-baked competitors with fragmented offeri…

That's great, I support that option for you. Personally, I just want to use the Open Source apps that Apple won't let me install. If I can have that, then there's no reason we can't both live in perfect harmony. That system works perfectly fine on Android and Google even manages to make a handsome bundle off the Play Store to boot.

> I just want to use the Open Source apps that Apple won't let me install

You could signup for the developer program. Or use something like AltServer.

Re: Apple Reports Fourth Quarter Results

#313

Post by dymk »

oblio wrote: post #236
samatman wrote: post #60

Earlier quoted context omitted.

I remember when I got my first Retina laptop screen, it was nice but I quickly just got used to it. Then, I found myself using the earlier machine, without the high DPI. That learned me. It was hard to imagine all the work I'd done staring through a screen door at those pixels. Similarly, I've been using the M1 MPB since I got it. I only remember that it never makes noise when I'm reminded of it, such as in this conv…

> That learned me. That taught me?

You were just learned a new slang

Re: Apple Reports Fourth Quarter Results

#314

Post by gnicholas »

samatman wrote: post #60
retskrad wrote: post #15

Holy moly, the Mac keeps growing like crazy. It’s amusing how Apple wanted the iPad to disrupt the Mac but the advent of M-Series chips on the Mac has really nipped that ambition in the bud.

I remember when I got my first Retina laptop screen, it was nice but I quickly just got used to it. Then, I found myself using the earlier machine, without the high DPI. That learned me. It was hard to imagine all the work I'd done staring through a screen door at those pixels. Similarly, I've been using the M1 MPB since I got it. I only remember that it never makes noise when I'm reminded of it, such as in this conv…

I thought my M2 MBA was making noise today, but it turned out it was the neighbor's HVAC unit. With my Intel MBP, I wouldn't have been able to even hear the neighbor's HVAC through our closed windows. Life is good!

Re: Apple Reports Fourth Quarter Results

#315

Post by bane »

spaceman_2020 wrote: post #30
ckastner wrote: post #3

Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.

Their numbers seem utterly unreal to me. How on earth do you sell $205 billion worth of just a single product (iPhone) every year? This is simply the greatest business to have ever been created. I can't imagine anything else ever topping it. The margins AND the volume are both insane.

Even more interesting, they make this money without even being the majority platform.

Re: Apple Reports Fourth Quarter Results

#316

Post by manchmalscott »

ww520 wrote: post #249
tshaddox wrote: post #126

Earlier quoted context omitted.

> Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). I wonder how many years it will take before I can convince some people that I actually just prefer Apple's phones to competing phones and that I'm not actually brainwashed or forced by Apple to never leave. But that's exactly what a bra…

Ha. I switched to Apple's phones because of the disappointment in the competing products and practices. It's angry-quit into Apple rather than brainwashing.

I switched from an OG Pixel XL to an iPhone when I found out about Google's Project Nightingale[1], though I was already looking for a new phone because I got a notification saying that November would be the last security update my phone would get, on a three year old phone.

[1]: https://www.wsj.com/articles/google-s-secret-project-nightin...

Re: Apple Reports Fourth Quarter Results

#317

Post by tomcam »

ralfd wrote: post #175
tomcam wrote: post #47

Earlier quoted context omitted.

I will admit publicly this post is so terse yet comprehensive I am aggressively searching your history on this site for more nuggets like this one. UPDATE …and, not disappointed. World-class commentary. Not sure how PP flew under my radar so long.

> Not sure how PP flew under my radar so long. Apple? People? What do you mean with PP?

Parent poster

Re: Apple Reports Fourth Quarter Results

#318

Post by acer589 »

ethbr0 wrote: post #257
scarface74 wrote: post #255

Earlier quoted context omitted.

And then you will get at most three upgrades!

At the 6+, it looks like it's at 5 years (or more). https://support.google.com/pixelphone/answer/4457705?hl=en

It looks like the oldest phone with current support is from 2019. The 2017 iPhone is still getting OS updates. And up until September this year, the iPhone from 2015 was still on the current OS. Does any Android phone even get half long of a software update cycle?

Re: Apple Reports Fourth Quarter Results

#319

Post by bane »

duped wrote: post #74
spaceman_2020 wrote: post #30

Earlier quoted context omitted.

Their numbers seem utterly unreal to me. How on earth do you sell $205 billion worth of just a single product (iPhone) every year? This is simply the greatest business to have ever been created. I can't imagine anything else ever topping it. The margins AND the volume are both insane.

Almost every adult in the developed world needs a smart phone. They replace these devices about every 2-3 years. Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). They've convinced about a billion people on the planet that the iPhone is the best device for them, so if you split that into…

I don't think they make best in class devices, Apple has become in may respects a fast follower, but they do a great job of locking people into their ecosystem. It just turns out that their ecosystem doesn't suck, but it's still kind of a white collar app prison.

If I had to ferment a revolution into a democracy, Android would be much closer to the ideal I would want in that future.

Re: Apple Reports Fourth Quarter Results

#320

Post by jeromegv »

smoldesu wrote: post #93
duped wrote: post #74

Earlier quoted context omitted.

Almost every adult in the developed world needs a smart phone. They replace these devices about every 2-3 years. Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). They've convinced about a billion people on the planet that the iPhone is the best device for them, so if you split that into…

iPhones make money, but services make more. The App Store alone made over 80 billion dollars in estimated revenue last year, just by existing. That's without accounting for Apple One, Apple Fitness, Apple Arcade, AppleTV Plus, or iCloud. Apple simply makes $80 billion annually for writing a payment processor everyone else has to use. Services are one thing, but playing both the gatekeeper and competitor to a number o…

Your numbers are wrong.

iPhone business is bigger than services by quite a large number https://www.macstories.net/news/apple-reports-expectations-b...

47% vs 21%

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